Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,926
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$656M
3
+$614M
4
DIS icon
Walt Disney
DIS
+$506M
5
UNP icon
Union Pacific
UNP
+$481M

Top Sells

1
+$1.46B
2
+$645M
3
+$608M
4
MA icon
Mastercard
MA
+$597M
5
V icon
Visa
V
+$521M

Sector Composition

1 Technology 10.49%
2 Financials 9.93%
3 Healthcare 8.25%
4 Consumer Discretionary 7.16%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3276
$3.54M ﹤0.01%
227,497
+113,393
3277
$3.54M ﹤0.01%
152,020
+38,933
3278
$3.54M ﹤0.01%
52,130
-3,748
3279
$3.54M ﹤0.01%
57,331
-19,097
3280
$3.53M ﹤0.01%
94,034
-85,106
3281
$3.53M ﹤0.01%
195,952
+4,841
3282
$3.52M ﹤0.01%
107,513
-16,794
3283
$3.52M ﹤0.01%
121,335
-46,636
3284
$3.52M ﹤0.01%
69,163
+16,032
3285
$3.52M ﹤0.01%
68,045
-34,606
3286
$3.51M ﹤0.01%
122,073
-33,715
3287
$3.51M ﹤0.01%
131,472
+53,471
3288
$3.5M ﹤0.01%
153,547
+799
3289
$3.5M ﹤0.01%
93,681
+4,340
3290
$3.5M ﹤0.01%
304,192
+18,165
3291
$3.49M ﹤0.01%
126,772
-52,319
3292
$3.49M ﹤0.01%
249,933
+61,239
3293
$3.49M ﹤0.01%
104,954
+42,346
3294
$3.49M ﹤0.01%
249,897
-16,380
3295
$3.48M ﹤0.01%
22,998
-1,598
3296
$3.48M ﹤0.01%
133,233
-15,623
3297
$3.47M ﹤0.01%
126,102
+1,765
3298
$3.46M ﹤0.01%
72,185
+16,589
3299
$3.46M ﹤0.01%
112,626
-49,530
3300
$3.46M ﹤0.01%
142,830
+22,623
130 131
132
133 134